Getting started with CRM? Check yourself before you wreck yourself.

crawl-walk-run.pngProfessional services firms know how critical it is to their business to implement or improve a CRM system. But oftentimes the way they approach an implementation can doom them to failure.

One of the major problems they encounter is trying to please everybody all at once. Their "boil the ocean" approach overwhelms users and delivers too much too soon. Instead, it's better to think of CRM as a living, breathing thing, and build upon it over time.

In this eBook, we take a look at the common CRM use cases for professional services firms as they:

  • Try to master the basics (crawl)
  • Start using CRM on a more strategic level (walk)
  • Leverage CRM as a platform to solve business problems that would otherwise require custom solutions (run)

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